DEBTX Mutual Fund

DEBTX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-2.30%
3 Months
-1.91%
6 Months
+0.86%
YTD
+0.42%
1 Year
+1.79%
3 Years (annualized)
+6.33%
5 Years (annualized)
+2.41%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEBTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Aggregate Bond Index(^BCUSAB)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+5.11%
vs Peers
-4.69%

DEBTX Mutual Fund Performance

DEBTX performance across multiple time periods: 1-month -2.30%, YTD 0.42%, 1-year 1.79%, 3-year 6.33%, 5-year 2.41%, 10-year 3.31%.

DEBTX returns trail the peer average of 5.11% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

DEBTX vs another fund shows side-by-side returns. DEBTX alternatives are available in the Mutual Fund Screener.